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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,217 | $126,661+191.5% | $113,397+225.6% | $138,895+165.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 16.57% | 25.05%-8.5pp | 23.20%-6.6pp | 145.39%-128.8pp |
| Employer contribution / active EE | $3,782 | $3,456+9.4% | $2,977+27.0% | $4,194-9.8% |
| Participant deferral / active EE | $9,454 | $5,693+66.1% | $5,076+86.2% | $6,396+47.8% |
| Admin fee / account holder | $6,707 | $14,549-53.9% | $11,957-43.9% | $12,562-46.6% |